The 5 Project management phases

Project Initiation

PI® increases team efficiency, improves processes and makes collaboration easy through every stage of the project life cycle. Formalize your process for internal project requests or introduce project proposals for clients with personalized forms.

An idea for a project will be carefully examined to determine whether or not it benefits the organization. During this phase, a decision making team will identify if the project can realistically be completed.

  • Project Requests
  • Project Prioritization Scorecard
  • Approval Flows

Project Planning

Strategize the scope of your project PI® templates. Our intelligent scheduling and resource management features help you to visualize and develop a plan for successful project delivery. Baselines ensure you always know when the plan changes.

A project plan, project charter and/or project scope may be put in writing, outlining the work to be performed. During this phase, a team should prioritize the project, calculate a budget and schedule, and determine what resources are needed.

  • Scope & Budget
  • Project Schedule
  • Resource Planning

Project Launch

When your team is ready to launch, PI® helps you manage and control every project. Use project statuses to keep your workflow organized. Efficiently delegate tasks and be proactive in addressing issues or risks within your team.

Resources’ tasks are distributed and teams are informed of responsibilities. This is a good time to bring up important project related information.

  • Status & Tracking
  • Issue & Risk Tracking

Project Performance

Easily evaluate project performance & milestones with PI®. Get real-time insights about plans versus actuals to make sure all objectives and deliverables are met. All users get instant visibility with our dynamic reporting and robust permissions.

Project managers will compare project status and progress to the actual plan, as resources perform the scheduled work. During this phase, project managers may need to adjust schedules or do what is necessary to keep the project on track.

  • Objectives
  • Quality Deliverables
  • Performance

Project Closing

After project tasks are completed and the client has approved the outcome, an evaluation is necessary to highlight project success and/or learn from project history.

Project managers will compare project status and progress to the actual plan, as resources perform the scheduled work. During this phase, project managers may need to adjust schedules or do what is necessary to keep the project on track.

  • Objectives
  • Quality Deliverables
  • Performance

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